EasyCRM for E-commerce
B2B sales and customer communication in one place.
Customers reach you via WhatsApp, Messenger, Instagram, email and live chat – EasyCRM collects it all into one shared inbox. Manage B2B clients, create quotes and track orders without switching between apps.
Omnichannel communication
WhatsApp, Messenger, email and live chat – one inbox.
Online stores need to be where their customers are. Messages from WhatsApp Business, Facebook Messenger, Instagram, email and your website's live chat widget all land in a single shared inbox in EasyCRM. Your whole team sees the conversation history against the specific customer – including previous orders, quotes and activities. The result? Faster replies, no lost messages and a consistent customer experience regardless of which channel they use to contact you.
- WhatsApp Business (Meta WABA Cloud API) directly in the CRM
- Facebook Messenger and Instagram DM in one thread
- Inbound email via Google Workspace or Microsoft 365
- Live chat widget on your store – conversations land in EasyCRM
- The whole team sees the same history – no lost context
B2B sales pipeline
Kanban pipeline for wholesale and B2B customers.
Alongside retail orders, most online stores also serve B2B clients – resellers, distributors and partners – with individual pricing, payment terms and specific requirements. EasyCRM lets you build a dedicated sales pipeline for B2B opportunities with configurable stages: from first contact through quoting to order confirmation. The Kanban board shows all open B2B deals, their value and stage. Each opportunity is linked to a contact or company and you can log activities, tasks and upcoming meetings directly against that deal.
- Configurable B2B pipeline stages (Free: 1, Standard: 5, Pro: unlimited)
- Kanban view – value and status of every deal at a glance
- Opportunity linked to a contact or company
- Activities, tasks and meetings directly on the deal
- Lost reasons – analyse why customers went to a competitor
Quotes, orders and API integration
PDF quotes and machine-level integration with your store.
For B2B customers you create a quote directly in EasyCRM – with items from the product catalog, quantity discounts, VAT rates per line and sections for clear grouping. The customer accepts the quote and with one click you convert it into an order with a state machine (confirmed – fulfilling – completed). Your e-commerce system on the other side can read customers, opportunities or orders via the REST API (31 named scopes, 1,000 req/min) and receive notifications via webhooks (11 events, HMAC-signed) when changes happen – for example when a deal is won or an order completed. No built-in Shopify or WooCommerce connector – you wire the integration exactly to your platform's needs.
- Product catalog with price tiers and per-line VAT rates
- PDF quote – professional output for B2B clients
- Quote-to-order conversion (ORD-YEAR-NNNNN)
- REST API with 31 named scopes (Standard+)
- 11 webhook events with HMAC signing – connect to your store
What you gain
Benefits of EasyCRM for online stores.
- All customer messages in one place – no switching between apps
- B2B clients, their history and communication clearly against each contact
- Quotes and orders without manually copying data into spreadsheets
- Team can reply to customers from the web and from the mobile app (iOS/Android)
- API and webhooks enable integration with your e-commerce platform without restrictions
- Predictive lead scoring (Naive Bayes) – prioritise the most valuable B2B opportunities (Pro)
- Reports: pipeline analysis, forecast, win rate – the basis for informed decisions
- RBAC permissions – every team member sees only what they should see
- 14-day free Pro trial – no commitment
Frequently asked questions
E-commerce questions about EasyCRM.
Try EasyCRM for your online store.
Register for free – in 5 minutes you have your own subdomain and can invite your team.